BPWM
FTHY

Black Point Wealth Management’s First Trust High Yield Opportunities 2027 Term Fund FTHY Stock Holding History

Black Point Wealth Management’s Portfolio FTHY Stock Details FTHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-62,707
Closed -$908K – 25
2024
Q4 		$908K Buy
62,707
+5,668
+10% +$83.5K 1.05% 12
2024
Q3 		$862K Buy
57,039
+18,283
+47% +$269K 1% 13
2024
Q2 		$555K Buy
+38,756
New +$549K 0.58% 23

Other funds holding FTHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Black Point Wealth Management's FTHY Position: Q1 2025 in Review

Black Point Wealth Management sold out of First Trust High Yield Opportunities 2027 Term Fund (FTHY) in Q1 2025, closing a stake of 62,707 shares — an estimated $908K sold.

Black Point Wealth Management first reported a position in FTHY in Q2 2024 and held it in 3 quarters. The position peaked at $908K in Q4 2024. 87 funds tracked by Wall St. Rank hold FTHY as of Q1 2025.

  • Black Point Wealth Management reported no remaining First Trust High Yield Opportunities 2027 Term Fund position as of Q1 2025 after selling out during the quarter.
  • Black Point Wealth Management sold 62,707 First Trust High Yield Opportunities 2027 Term Fund shares in Q1 2025, an estimated $908K.
  • Black Point Wealth Management first reported a position in First Trust High Yield Opportunities 2027 Term Fund in Q2 2024 and held it in 3 quarters.
  • Black Point Wealth Management's First Trust High Yield Opportunities 2027 Term Fund position peaked at $908K in Q4 2024.
  • 87 funds tracked by Wall St. Rank held First Trust High Yield Opportunities 2027 Term Fund as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.